What is it?
Assigned Training let’s you create assignments for any group of users across a single or multiple locations – so your users will know instantly what you want them to be working on.
You can create long-term assignments with an open-ended due date, or you can create them on the fly. Maybe you notice Joe is having a little trouble closing deals… Now you can quickly assign him your Course on Closing due on Friday. He’ll receive a notification immediately that he has a new training assignment and when you’d like it completed by. It’s that easy!
How to use it
Super Users (Top Admins)
Located on the Super User Dashboard under the Content column, open 309 – Assigned Training.
If you’re account is set up with Manager access, you can access the Assigned Training feature by clicking on the hamburger menu in the top right corner, then click on Management Tools and from there you’ll see Assigned Training at the bottom
Once you get over to the assigned training section you can create new assignments, see your current assignments and their progress, or delete an older assignment.
To create a new assignment, click on the “+ New Assignment” button and follow the admin steps:
Give this assignment a title:
Select the Content you’d like to Assign:
If needed, you can reorder your Courses to display how you’d like them completed. Simply drag each course to its desired position.
Choose how many Revolutions to make it:
Select the Locations where you’d like to assign this:
Select the Content Roles, Teams or (Individual) Users to assign it to:
Select today or a future start date, select an end date (or leave it open):
Add a custom message to the automated emails they’ll receive:
And that’s it! If your assignment is set to begin today, your selected users will receive an email immediately letting them know they have new training to complete, and when it’s due.
Training isn’t something you did, it’s something you DO! With this tool you can assign users to take your training multiple times – however many times it takes to fully know and understand it.
Brad Lea tells us it takes a person 7 revolutions to completely understand something – so that is what we recommend for your initial training assignments.
Here’s how to take a look at the status of each of your assignments. From the Super User Dashboard under the Content column, open 309 – Assigned Training.
On the main admin screen, locate the particular assignment you want to check progress on and select the Report icon on the right-hand side in the Action column.
The Training Report breaks down the progress into two sections, Overview and Users.
In the Overview section, you get a top-level view of the progress of all assigned users – how many are currently In Progress, have Completed the assignment and how many have Not Started the assignment.
In the User section, you can search and filter to view an individual user’s progress or sort any column for quickly organizing groups of users by Status, Name, Location, Chapters Completed, Revolutions Completed, and overall Completion percentage.
Bulk Delete or Archive
As you create more and more Assignments, it may help to keep your “Active” Assignments organized. You can easily Delete unwanted Assignments or Archive those important ones for future reference.
Simply select the checkbox next to an Assignment – you can select as many as you’d like – then choose either the Delete or Archive option in the lower right corner.
All of your Archived Assignments can be found under the “Archive” tab on the “Manage Assignments” page.
Where to find your Assignments
When your users are assigned training, they’ll see a “My Assignments” tab located in the Slider Menu and also in the Training Center.
Once in the Training Center, under the “My Assignments” tab, you will find all of your Active and Past Assignments.
Each Assignment is displayed with clear, color-coded labels on the right-hand side to determine status and remaining time. From here you can also select an item to view and begin/resume training.
When clicking into an assignment, at the top of the page we list out all of the requirements for the user – how many Courses, Revolutions, Due Date, your Overall Progress of Completion and if provided, a message from the content assigner.
Below the assignment details, all of the Course materials will be displayed. If multiple Courses have been assigned, you can expand/collapse each section to help stay focused. Each Course will indicate how many Chapters are included and if applicable, an estimated Duration of Completion (per Revolution).
Each Chapter will indicate your progress based on total Revolutions – i.e. if the Assignment required 3 Revolutions and you completed the Chapter only 1 time, it would display 33%. Once completed all required Revolutions, you will see a checkmark indicating you are done.
Past Assignments (Archive)
To help keep your Active Assignment area tidy, once an assignment is Completed or Past Due, you may select to “Archive” that assignment.
This will move it from the active area and place it within the “Past Assignments” folder. Here, you may access any of your Past Assignments in the future for confirmation of achievement and further training – though future training on archived / past due assignments will not receive additional “credit”.